Chainlink (CRYPTO: LINK) announced a partnership with Infosys (NYSE: INFY | INFY Price Prediction) on September 22, 2026, citing an impressive 1.7 billion customer accounts supported by Infosys's banking software. Surprisingly, LINK fell 4.
Infosys has fallen 50%, but its 14x forward P/E accompanies just 0.55% organic growth at the FY27 guidance midpoint. AI pricing pressure and weak Western IT spending limit fundamental appeal. Quarterly free cash flow of $955M and $3.6B in large deal wins support recovery potential. Stronger client budgets and profitable AI growth would strengthen the investment case. INFY is a moderate Technical Buy: a ₹1,490 bull-case target implies 40.5% upside in 12 months. Discounted earnings suggest fair value today, so I remain on the sidelines.
INFY's Q1 fiscal 2027 earnings and revenues miss estimates as soft volumes and a client exit offset growth and rising AI sales.
| IT Services Industry | Information Technology Sector | Salil Satish Parekh CEO | XWBO Exchange | US4567881085 ISIN |
| IN Country | 328,062 Employees | 10 Jun 2026 Last Dividend | 11 Sep 2018 Last Split | 10 Mar 1999 IPO Date |
Infosys Limited, along with its subsidiaries, stands as a global provider of consulting, technology, outsourcing, and next-generation digital services. With its presence in North America, Europe, India, and other international markets, the company is dedicated to propelling the digital transformation journey of its clients. Infosys offers a spectrum of services, including application management, development, independent validation, product engineering, and infrastructure management, among others. Catering to a diverse clientele, it serves industries like financial services, insurance, manufacturing, retail, and healthcare, to name a few. Through strategic collaborations with giants like Microsoft and Amazon Web Services, Infosys aims to democratize the adoption of generative AI and deliver cutting-edge solutions. Originally established in 1981 as Infosys Technologies Limited, the company rebranded itself to Infosys Limited in 2011, further solidifying its position in the technology space with its headquarters in Bengaluru, India.
A core banking solution that revolutionizes the banking experience by providing a comprehensive, agile, and efficient solution to banks worldwide.
This suite offers an array of products designed to drive digital transformation, enabling businesses to stay ahead in a competitive landscape.
An enterprise-level platform that delivers insights and foresights for managing application changes, simplifying the complex process of system updates and compliance.
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Targeted at the healthcare industry, this solution facilitates interconnected digital health ecosystems to enhance patient care and operational efficiency.
Converges the power of AI, analytics, and cloud to deliver innovative solutions and transformative digital services across various sectors.
By leveraging data and advanced AI, Cortex offers customer service transformation solutions that enhance engagement and operational efficiency.
Infosys provides industry-specific digital platforms such as Stater for the banking and financial services sector, driving innovation and agility.
An advanced insurance platform that supports life insurance and retirement services, enabling businesses to streamline their operations and improve customer services.